POWERED BY MOMENTUM MEDIA
PEOPLE & PRODUCTS
INDUSTRY NEWS
Lonsec has announced the acquisition of Implemented Portfolios Limited (IPL), a specialist managed discretionary account (MDA) provider to high net wealth individuals and...
INDUSTRY NEWS
Former Treasurer, Josh Frydenberg, has taken a new job at Goldman Sachs following his election defeat in May....
INDUSTRY NEWS
Franklin Templeton has appointed Felicity Walsh as managing director and head of Australia and New Zealand....
INDUSTRY NEWS
Count Financial has announced the appointment of Moore Wealth Advisers as the latest firm to join its national advice community....
INDUSTRY NEWS
New management has been appointed for the $7.7 billion AMP Capital Wholesale Office fund after investors rejected AMP’s plans and voted to change the management and trust...
INDUSTRY NEWS
ANZ is to acquire the banking business of Suncorp for $4.9 billion, at the same time as withdrawing from proposals to acquire accounting firm MYOB....
INDUSTRY NEWS
NAB Private Wealth and BlackRock have partnered to make exchange traded fund investing more accessible for all Australian investors with a suite of funds....
INDUSTRY NEWS
LGT Crestone has appointed Amanda MacDonald to the role of head of sustainability, joining the firm with over 14 years’ experience in the investment industry with a focus...
INDUSTRY NEWS
Netwealth’s joint managing directors and founders, Michael and Matt Heine, are among the top 10 highest-paid ASX 200 chief executives on a realised-pay basis, earning a c...
INDUSTRY NEWS
Colonial First State has appointed Jonathan Armitage as chief investment officer, replacing Scott Tulley who leaves the firm after three decades....
INDUSTRY NEWS
Link Group technology will power a new product launched by US-based Financial Coaches Network aimed at making client engagement more efficient and more effective in suppo...
INDUSTRY NEWS
GSFM has built on its retail distribution team with the appointment of Simone Newman as key account manager Victoria and Tasmania and the promotion of Steven Taylor to na...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...